Apple Wants Blacklisted Chinese RAM — and That Tells You How Bad the Squeeze Got

Apple is lobbying US officials to buy Chinese-made memory chips from CXMT, raising questions about supply chain risks and national security amid a global memory crunch.

Memory Stopped Being a Commodity

Micron’s latest contracts lock in $100B revenue and pre-fund capacity, signaling a shift from memory as a flexible commodity to a strategic, prepaid input.

Memory Stopped Being A Commodity

Micron’s new long-term contracts signal memory is no longer a free-for-all market, with buyers pre-funding capacity and locking in prices through 2030.

Apple Greift Nach China-Speicher. Europa Hat Nicht Einmal Diese Option.

Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu beziehen, während Europa keine vergleichbaren Alternativen besitzt, was die Abhängigkeit offenbart.

Apple greift nach China-Speicher. Europa hat nicht einmal diese Option.

Apple plant, Speicherchips beim chinesischen Hersteller CXMT zu kaufen, während Europa keine eigenen Alternativen hat. Das zeigt die Abhängigkeit Europas im Halbleiterbereich.

Thrymvault: A System Around Your Content

Thrymvault launches as a private, self-hosted platform integrating content creation, management, AI workflows, and client collaboration in one place.

Readiness: Before You Fund The Answer

A new readiness diagnostic helps organizations evaluate their preparedness before investing in AI, avoiding costly failures and misalignments.

Readiness: Before You Fund the Answer

A new diagnostic tool offers companies a quick, 20-minute assessment to determine if their AI projects are truly ready, avoiding costly failures.

Thrymvault: A System Around Your Content

Thrymvault introduces a private, self-hosted platform integrating documents, databases, AI prompts, and portals to streamline content workflows.

Mobilised, Not Spent: What’s Left Of Europe’s €200 Billion AI Offensive

Europe aims to mobilize €200 billion for AI, but only a small fraction is committed or flowing, raising questions about the strategy’s effectiveness.